Client intake for law firms

Screen new matters, qualify the client, and collect a consultation fee before you take the call.

Turn your new-client intake into a qualified pipeline: capture the matter, screen for fit, take a consultation fee, and route serious inquiries to your calendar.

Common headaches, handled

Consultations with people you can't help.

Qualify matter type, jurisdiction, and urgency in the form so only viable inquiries reach your calendar.

Free consultations with no commitment.

Collect a consultation fee up front, so your time goes to prospects who are serious.

Matter details buried in voicemail and email.

Every inquiry lands in a pipeline with an AI summary and the full matter description, ready to act on.

Everything you need, generated for you

  • AI-generated new-client intake form
  • Matter and jurisdiction qualification
  • Consultation fee collected in the form
  • Native scheduling for the consult
  • Pipeline with AI summaries and a client portal

Build your law firms intake in about a minute

Describe your intake once. Intako builds the form, the workflow, and the pipeline.